NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹23.27
0.69%
NAV as on 19 Nov 24, 12:00 AM
very high risk
focused fund
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
focused fund
equity
28.34%p.a.
Last 1Y
14.84%p.a.
Last 3Y
0.00%p.a.
Last 5Y
19.11%p.a.
Since Inception
About Tata Focused Equity Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Tata Focused Equity Fund Growth scheme from Tata Asset Management Limited. It is a Focused Fund mutual fund scheme that predominantly invests in Focused Fund stocks of companies. Launched on Dec 2019, Tata Focused Equity Fund Growth is Focused Fund fund of its category with 1,847.7 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Focused Fund funds.
- Tata Focused Equity Fund Growth delivered 28.3% annual returns during the last year. It has delivered 19.1% average annual returns since the fund was launched.
- Tata Focused Equity Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Top 10 Holdings
HDFC Bank Ltd
9.88%
Tech Mahindra Ltd
8.05%
Zomato Ltd
5.76%
Axis Bank Ltd
5.63%
ICICI Bank Ltd
4.95%
KEC International Ltd
4.34%
Reliance Industries Ltd
4.01%
Firstsource Solutions Ltd
3.63%
Samvardhana Motherson International Ltd
3.49%
Alkem Laboratories Ltd
3.30%
Fund Managers
- Meeta Shetty (Apr 2022 - Present)
- Kapil Malhotra (Dec 2023 - Present)
Key Information
View Scheme Document
Tata Focused Equity Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Tata Focused Equity Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Tata Focused Equity Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Tata Focused Equity Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
SBI Focused Equity Fund Growth
very high risk | equity
8.2%
HDFC Focused 30 Fund Growth
very high risk | equity
23.1%
Axis Focused Fund Growth
very high risk | equity
2.6%
Frequently Asked Questions
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